See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,644 | $101,317-20.4% | $146,958-45.1% | $74,495+8.3% |
| Participation rate | 79.9% | 75.5%+4.4pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 20.68% | 8730.91%-8710.2pp | 418.34%-397.7pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $1,206 | $3,810-68.3% | $4,933-75.5% | $2,623-54.0% |
| Participant deferral / active EE | $3,481 | $7,303-52.3% | $8,070-56.9% | $4,346-19.9% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |